2024 - The year of ADO, page-46

@timbo70 we're hearing you. It really does seem like Deja Vu for long-termers but I'm with the Captain on this:

https://hotcopper.com.au/threads/2024-the-year-of-ado.7783878/page-32?post_id=71821468

In May the company said this:

"focus on binder suppliers who supply battery manufacturers and OEM's - automobiles and wearables"

and not long after we hear we're dealing directly with EV manufacturers and giga-factories and they are coming to us to help them

"we want to move to high silicon but don't know how!" David's words from AGM 2023

so how does the non-binding MOU with Trinseo for exclusivity for batteries 35% and below silicon content fit into where we are currently at?

I no longer believe it's a good fit for the company.

I believe it'll cause issues and would be a costly mistake for the company to take a huge step back and let another company deal with these EV companies and giga-factories and who knows who else ( Apple? ) that we've been building relationships with over the course of 2023

2024 the year of ADO.